Probate or Estate Administration Questionnaire | The Law Office of Kelly T. Braun, PLLC
Please fill out this form as best you can. The information you provide will be kept confidential. Thank you for taking the time to complete this form, Kelly. PLEASE NOTE: There is no attorney-client relationship created by completing and submitting this form.
Today's Date
First Name
Last Name
Email
Phone Number
Address of person completing form
Relationship of Person Completing Form to Decedent
Spouse
Child
Sibling
Other
Reason for Contact (Select all that apply)
Spouse passed away
Child passed away
Sibling passed away
Parent passed away
Aunt/Uncle/Other family member passed away
To determine if Probate is necessary
Assistance with existing Probate matter
Assistance with Estate Administration
Other
If selected OTHER above briefly describe reason for contact
Full name of person who has died (Decedent)
Date of Death
Place of Death
Information about the decedent (Select all that apply)
Married
Single; never married
Single; divorced
Single; widow(er)
Has Will and/or Trust and I have documents
Has Will and/or Trust and I do NOT have documents
Did not have a Will or Trust
Veteran
Employed
Retired
Student
Resident of a state other than Michigan - died in that state
Resident of a state other than Michigan - died in Michigan
Resident of Michigan - died in Michigan
Resident of Michigan - died outside Michigan
Has children from most recent/only marriage
Has children from a previous marriage/relationship
Has NO children
Has living parents (mother, father)
Has living siblings (brothers, sisters)
Has NO living parents
Has NO living siblings
Do you have a copy of Decedent's Death Certificate
Yes
No
About Decendent's Children, if any
N/A Decedent has no living children
1 or more child(ren) under the age of 18
1 or more child(ren) over the age of 18
No children under the age of 18
What is the relationship of the individual completing this form to the person who has died (Select all that apply)
Parent
Surviving Spouse
Child
Brother/Sister
Aunt/Uncle/Other family member
Legal Guardian
Beneficiary
Friend
Personal Representative/Executor of Estate
Successor or Co-Trustee
Other
Asset information for Decedent (SELECT ALL THAT APPLY)
Had individual accounts
Had joint accounts
Owned real property individually
Owned real property jointly
Had an interest in a business (Corporation, LLC, etc.)
Owned a motor vehicle (not leased)
Owned a boat (not leased)
Has Life Insurance
Has Retirement Assets
Owns assets in a state other than Michigan
Owns assets in a country other than the United States
Owes child and/or spousal support
Did Decedent have a Will, Trust, or Powers of Attorney?
Yes, one or more of these documents
No, none of these documents
Approximate value of assets owned (INDIVIDUALLY) by person who died
Unknown
Less than $25,000
More than $25,000
Any issues or concerns within the family?
Any additional information you feel may be relevant to the reason for contacting this firm?
I understand that completing and submitting this form does not create an attorney-client relationship with attorney Kelly T. Braun or The Law Office of Kelly T. Braun, PLLC.
Your Signature
*
Sign with trackpad or mouse
Submit Form
Powered by